See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,209 | $61,660-57.5% | $80,019-67.2% | $64,186-59.2% |
| Participation rate | 22.2% | 71.7%-49.5pp | 75.8%-53.6pp | 69.6%-47.3pp |
| Annual return | -7.57% | -0.33%-7.2pp | 11.22%-18.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $750 | $2,968-74.7% | $3,686-79.7% | $3,470-78.4% |
| Admin fee / account holder | $194 | $5,417-96.4% | $6,521-97.0% | $4,888-96.0% |